In today’s briefing:
- MSCI Korea Standard/Small Cap Rebalancing & Tradable Names
- Hyosung Advanced Materials: Market Share Gains in Global Carbon Fiber Could Result in a Re-Rating
MSCI Korea Standard/Small Cap Rebalancing & Tradable Names
- In addition to Hyundai Mipo Dockyard and LG Energy Solution, it is worth noting that Krafton will also have a significant passive inflow.
- GS E&C can become a more focused flow trading target as it is an unexpected one that the market must have failed to notice.
- Since most deletions will have a relatively sizeable passive impact on considerable liquidity, building up a short position with a basket from now on wouldn’t be a flawed approach.
Hyosung Advanced Materials: Market Share Gains in Global Carbon Fiber Could Result in a Re-Rating
- We have a positive rating on Hyosung Advanced Materials. We believe the stock has a 25%+ upside over the next 12 months.
- The company recently announced that it has succeeded in developing an ultra-high-strength carbon fiber which is 14 times stronger than steel.
- There is an opportunity for the share price to be re-rated going forward if the company succeeds in grabbing higher share in the global carbon fiber market segment.
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